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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
1101 5Th Avenue Suite 275, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Santa Rosa | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*480795 - Ole Interntional Foods; Investment related No; Boise, Idaho; Restaurant/Bar/Nightclub; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 3; After business hours: 0; Administrative *557609- Casey Investments LLC; Investment related -No; Boise, Idaho; Ownership Grop; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 2; After business hours: 3; Administrative, Business Development/Growth, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-08 |
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